Filings through .
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10 funds of $250K or more; 18 lines in all, holding $7.4M of the plan's $7.4M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $2.6M | 34.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.2M | 15.6% |
| American Funds Capital Group · Mutual fund | $1.1M | 14.9% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $602K | 8.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $435K | 5.9% |
| Fully Benefit-Responsive Investment Contract KeyBank EB MaGIC Fund 40 Manager not matched · Insurance contract | $368K | 4.9% |
| Class R6 American Funds The Bond of America Class R6 Capital Group · Mutual fund | $334K | 4.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $167K | 2.2% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $161K | 2.2% |
| Global Real Estate Securities Fund R-6 Principal · Mutual fund | $150K | 2.0% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedGrowth Fund OF America Class R-6 | $602K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 3 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.